SEQUOIA WEALTH MANAGEMENT, LLC
Barrington, IL
AUM
$599.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
16 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
847-310-5900
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
11 advisers found
CARTER FINANCIAL GROUP, INC.
Barrington, IL
AUM
$382.2M
Financial PlanningWealth MgmtTrusts & Estates
Team
6 advisors
Clients
1-10
Fees
Percentage of AUM · Fixed fees +1 more
847-713-2700
VIRTUE ASSET MANAGEMENT LLC
Barrington, IL
AUM
$211.4M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
11-25
Fees
Percentage of AUM
847-892-7145
ILLUMINATE WEALTH MANAGEMENT
Barrington, IL
AUM
$167.6M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
847-595-1315
KINNAMON & ASSOCIATES LTD II
Barrington, IL
AUM
$117.6M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
101-250
Fees
Hourly charges · Fixed fees +1 more
847-381-1053
TRADER WEALTH MANAGEMENT, LLC
Barrington, IL
AUM
$93.5M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +3 more
312-697-2950
BARZIDEH & NADEAU WEALTH MANAGEMENT LLC
Barrington, IL
AUM
$60.0M
Wealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
—
Fees
Percentage of AUM
847-780-2980
CLEARVIEW WEALTH SOLUTIONS, LLC
Barrington, IL
AUM
$41.7M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
0
Fees
Percentage of AUM
847-847-2505
RETIREMENT MATTERS, INC.
Barrington, IL
AUM
$25.0M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
847-558-6991
SIMPLIFIED WEALTH MANAGEMENT, LLC
Barrington, IL
AUM
$23.1M
Financial PlanningWealth Mgmt
Team
3 advisors
Clients
0
Fees
Percentage of AUM
847-999-3693